stock check list naic classic naic recommended to teach you, step-by-step, the naic way
Post on 26-Dec-2015
226 Views
Preview:
TRANSCRIPT
Stock Check List
A Beginner’s basic analysis of a company
Evaluates company growth and value
Use the SCL to learn these concepts of growth and value
Eventually you may move to the more detailed Stock Selection Guide
Why Growth?
Sales and earnings growth increase company value
Growth drives share price higher
Over 5 years, a company with 15% growth has the potential to double your investment
Stock Check List - Part 2
Measure 5 year growth for: Earnings per Share (EPS)
Explain reasons for growth differences
Stock Check List - Part 2
Research company to:
determine reasons for past growth
make informed judgments about future growth
Why Value?
Buying at a reasonable price increases your potential to double your investment over 5 years
Price-earnings ratio measures value
Purchase when current P/E is same or less than historical average P/E
Stock Check List - Part 3
Determine fair value compare current price-earnings ratio
(P/E) to 5 year average P/E
Identify a growing company
EPS growth should be supported by similar sales growth
Buy at a fair price (for P/E expansion)
current price-earnings ratio (P/E) is same or less than average P/E
Goals Review
SCList Operation
Load data into the Stock Check List
Electronically: Datafiles provide fast and easy entry
Manually: Type in data from a published source such as Value Line or S&P
SCList Operation
Follow step-by-step instructions
The Prompt window is your tutor
Refer to it every step to:
follow a consistent approach
focus on important points
SCList Operation
Use Help features for in-depth assistance
Right-click for What’s This? and More Help
Help links
F1 key
Glossary
Stock Wiz
Internet Features
Direct access to company, research, club and favorite web sites
Update prices from Internet for company or entire database
Click on SSG, SDF or CSV files to load immediately into Classic
Internet Features
Direct link to STB Investor Software web site
help as needed by phone, fax, or e-mail
more tips and techniques for getting the most from Classic
slideshow presentations
register your software
top related